IBMX vs IVV
iShares iBonds Dec 2035 Term Muni Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IBMX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $5M | $865.2B | |
| Dividend Yield | 0.34% | 1.09% | |
| Holdings | 141 | 508 | |
| YTD Return | -1.24% | +14.50% | |
| 1Y Return | - | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 14, 2026 | May 15, 2000 |
IBMX vs IVV Performance
iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, IBMX is down 1.24% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.9% for IBMX and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IBMX charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IBMX currently yields 0.34% against 1.09% for IVV.
Holdings Overlap
IBMX and IVV share 0 holdings out of 535 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IBMX or IVV?
IBMX has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
What is the holdings overlap between IBMX and IVV?
IBMX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, IBMX or IVV?
IBMX yields 0.34% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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